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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,382 | $110,410-42.6% | $102,437-38.1% | $145,897-56.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.43% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,956 | $4,217-29.9% | $3,871-23.6% | $4,663-36.6% |
| Participant deferral / active EE | $9,259 | $5,622+64.7% | $5,060+83.0% | $6,689+38.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |